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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+10.74%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
-$1.02B
Cap. Flow %
-1.81%
Top 10 Hldgs %
27.04%
Holding
3,349
New
270
Increased
803
Reduced
1,271
Closed
278

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$167M
2
IDXX icon
Idexx Laboratories
IDXX
+$130M
3
FLUT icon
Flutter Entertainment
FLUT
+$105M
4
SPOT icon
Spotify
SPOT
+$94.4M
5
TTAN
ServiceTitan Inc
TTAN
+$94.2M

Top Sells

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$811M
2
COP icon
ConocoPhillips
COP
+$178M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$175M
4
UNH icon
UnitedHealth
UNH
+$150M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

Rank Sector Weight
1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFH
2676
DELISTED
Direxion Work From Home ETF
WFH
$1.73K ﹤0.01%
25
– –
WTTR icon
2677
Select Water Solutions
WTTR
$2.24B
$1.73K ﹤0.01%
200
– –
NAT icon
2678
Nordic American Tanker
NAT
$1.35B
$1.69K ﹤0.01%
+642
New +$1.68K
W icon
2679
Wayfair
W
$12.5B
$1.69K ﹤0.01%
33
-357
-92% -$13.3K
LAB icon
2680
Standard BioTools
LAB
$311M
$1.68K ﹤0.01%
1,400
– –
GRPN icon
2681
Groupon
GRPN
$1.07B
$1.67K ﹤0.01%
50
– –
THRM icon
2682
Gentherm
THRM
$1.29B
$1.67K ﹤0.01%
+59
New +$1.57K
NFE icon
2683
New Fortress Energy
NFE
$94.3M
$1.66K ﹤0.01%
500
– –
SYBT icon
2684
Stock Yards Bancorp
SYBT
$2.52B
$1.66K ﹤0.01%
21
-7
-25% -$511
KE
2685
Kimball Electronics
KE
$593M
$1.65K ﹤0.01%
86
– –
HLX icon
2686
Helix Energy Solutions
HLX
$1.35B
$1.64K ﹤0.01%
263
-2,167
-89% -$14.4K
PDM
2687
Piedmont Realty Trust
PDM
$1.2B
$1.64K ﹤0.01%
225
-111
-33% -$767
OEFA
2688
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$36.1M
$1.63K ﹤0.01%
50
– –
LAZ icon
2689
Lazard
LAZ
$4.21B
$1.63K ﹤0.01%
34
-33
-49% -$1.38K
COPX icon
2690
Global X Copper Miners ETF NEW
COPX
$7.07B
$1.63K ﹤0.01%
+36
New +$1.44K
PII icon
2691
Polaris
PII
$4.07B
$1.63K ﹤0.01%
40
+30
+300% +$1.13K
ACIW icon
2692
ACI Worldwide
ACIW
$6.1B
$1.61K ﹤0.01%
35
-46
-57% -$2.26K
NX icon
2693
Quanex
NX
$893M
$1.61K ﹤0.01%
85
-715
-89% -$12.7K
MRX
2694
Marex Group Limited Ordinary Shares
MRX
$4.62B
$1.58K ﹤0.01%
40
+17
+74% +$708
BRKR icon
2695
Bruker
BRKR
$9.58B
$1.57K ﹤0.01%
+38
New +$1.47K
NXRT
2696
NexPoint Residential Trust
NXRT
$686M
$1.57K ﹤0.01%
+47
New +$1.66K
DGICA icon
2697
Donegal Group Class A
DGICA
$711M
$1.54K ﹤0.01%
77
– –
BRF icon
2698
VanEck Brazil Small-Cap ETF
BRF
$21.8M
$1.54K ﹤0.01%
100
– –
FIVN icon
2699
FIVE9
FIVN
$2.08B
$1.54K ﹤0.01%
58
-48
-45% -$1.25K
INTS icon
2700
Intensity Therapeutics
INTS
$12.3M
$1.53K ﹤0.01%
+200
New +$4.11K
106 107
108
109 110

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
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CIM
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PPFA
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CIBC Private Wealth Group's Q2 2025 Portfolio in Review

As of Q2 2025, CIBC Private Wealth Group held 3,349 positions worth $56B, up 18% from $47.4B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q2 2025 filing shows 270 new, 803 increased, 1,271 reduced and 278 closed positions. Its largest new stake was ServiceTitan Inc: 843,114 shares worth $90.4M. The largest sale was Old Dominion Freight Line, an estimated $811M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q2 2025 buy was ServiceTitan Inc: 843,114 shares worth $90.4M.
  • CIBC Private Wealth Group added most to ASML in Q2 2025, an estimated $167M increase.
  • CIBC Private Wealth Group's biggest Q2 2025 reduction was Old Dominion Freight Line, cutting an estimated $811M.
  • CIBC Private Wealth Group fully exited Berry Global Group, Inc. in Q2 2025, selling an estimated $23.8M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $56B portfolio in Q2 2025.
  • CIBC Private Wealth Group opened 270 new positions and closed 278 in Q2 2025.
  • CIBC Private Wealth Group's portfolio value rose 18% quarter-over-quarter to $56B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.